Objectives are an important part of tracking your team and PI progress. Kendis offers capabilities to

  • Set objectives Business Value
  • Link objectives to your features and stories

To track progress, Kendis offers 5 options

  1. Linked Items Status
  2. Children of Linked Items (Stories) - Status: This is the default option
  3. Children of Linked Items (Stories) - Estimate
  4. Team Stories - Status
  5. Team Stories - Estimate

In the following sections, each of the options is explained in detail.

1. Linked Items Status

When you select this option, Kendis will check the linked items (Features/Epics, Stories) to the objectives and calculate the % completion based on their statuses.

For example, there are 2 features and 1 story linked to the objective and when you select this option, the system will show you 66% completed, as 2 items are in Done status and 1 still open.

The formula for the calculation is

% Completion = (Count of the items linked with the status category "Done") / (Count of the items linked with the status category "To Do" or "In Progress") * 100

2. Children of Linked Items (Stories) - Status

The method of calculation for this option is:

  • All the parent items (feature, epics) that are linked to the objectives
  • Then list all the children items (stories) of these parents
  • Check the status of these children items
  • Calculate the % completion based on these children items statuses
  • If the linked item is a story then include that into the calculation

For the example below the stories linked to 2 features and 1 story that is directly linked to the objective are included in the calculation

The formula for the calculation is

% Completion = (Number of the children items with the status category "Done" + Number of the stories that are linked to the objective and status category is "Done") /
(Number of the children items with the status category "To Do" or "In Progress" + Number of the stories that are linked to the objective and status category is "To Do" or "In Progress")
* 100

3. Children of Linked Items (Stories) - Estimate

The method of calculation for this option is:

  • All the parent items (feature, epics) that are linked to the objectives
  • Then list all the children items (stories) of these parents
  • Check the status of these children items and calculate the story points (Estimate)
  • Calculate the % completion based on these children items story points (Estimate)
  • If the linked item is a story then include the story points of that into the calculation

For the example below the stories linked to 2 features and 1 story that is directly linked to the objective are included in the calculation. The story points of these stories will be used in this calculation rather than the "number of stories".

The formula for the calculation is

% Completion = (Sum of the story points of the children items with the status category "Done" + Sum of the story points of the stories that are linked to the objective and status category is "Done") /
(Sum of the story points of the children items with the status category "To Do" or "In Progress" + Sum of the story points of the stories that are linked to the objective and status category is "To Do" or "In Progress")
* 100

4. Team Stories - Status

The idea of this option is to provide the %completion based on the stories that are assigned to the team. So this option will only be applicable to "Team Objectives", if you have created "custom objective" and select this option then the % completion will utilize all the stories since the custom objective is not tied to any team.

The method of calculation for this option is:

  • All the parent items (feature, epics) that are linked to the objectives
  • Then list only the children items (stories) that are assigned to the team
  • Check the status of the team stories
  • Calculate the % completion based on the team stories
  • If the linked item is a story and assigned to the team then include that into the calculation

Example

In the example below, when this option of % completion is selected then

  • Feature DP-40 has a total of 5 stories, however, only 1 story is related to "Team DWH" and only that story is shown in the list and used for the calculation
  • Similarly, DP-28 has a total of 13 stories, and only 2 are assigned to "Team DWH" and are listed.

This way of calculation is beneficial for the teams who are using cross-team features and still want to show their part of the completion more easily.

The formula for the calculation is

% Completion = (Number of the team stories with the status category "Done" + Number of the team stories that are linked to the objective and status category is "Done") /
(Number of the team stories with the status category "To Do" or "In Progress" + Number of the team stories that are linked to the objective and status category is "To Do" or "In Progress")
* 100

5. Team Stories - Estimate

The idea of this option is to provide the %completion based on the stories that are assigned to the team. So this option will only be applicable to "Team Objectives", if you have created "custom objective" and select this option then the % completion will utilize all the stories since the custom objective is not tied to any team.

The method of calculation for this option is:

  • All the parent items (feature, epics) that are linked to the objectives
  • Then list only the children items (stories) that are assigned to the team
  • Check the status of the team stories and calculate the story points (Estimate)
  • Calculate the % completion based on the team stories story points (Estimate)
  • If the linked item is a story and assigned to the team then include the story points of that into the calculation

Example

In the example below, when this option of % completion is selected then

  • Feature DP-40 has a total of 5 stories, however, only 1 story is related to "Team DWH" and only that story is shown in the list and used for the calculation
  • Similarly, DP-28 has a total of 13 stories, and only 2 are assigned to "Team DWH" and are listed.

This way of calculation is beneficial for the teams who are using cross-team features and still want to show their part of the completion more easily.

The formula for the calculation is

% Completion = (Sum of the story points of the team stories with the status category "Done" + Sum of the story points of the team stories that are linked to the objective and status category is "Done") /
(Sum of the story points of the team stories with the status category "To Do" or "In Progress" + Sum of the story points of the team stories that are linked to the objective and status category is "To Do" or "In Progress")
* 100

Related Articles

https://help.kendis.io/en/articles/3466242-plan-and-track-objectives

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